Overview

After you schedule a team task list, you have the option to assign specific tasks in the list to an employee. When a team task is assigned to someone, it is their responsibility to complete.

Before you begin, review How Tasks Work to learn about the difference between Shift Tasks and Team Tasks.

Considerations

• A team task list must be scheduled before you can assign tasks from the list to specific people.
• Only users that are scheduled to work on the selected day can be assigned a task.
• When you assign a team task, the task is associated with that employee’s shift. As a result, the task is automatically reassigned if the shift is swapped, dropped, or reassigned. See frequently asked questions for more details.

Assign team tasks

1. Click Scheduler.

2. Go to Week or Day view.
   • If you’re using week view, click next to the date.
   • If you’re using day view, click  Tasks.
3. Click the name of the team task list that contains the tasks you want to assign.
   If you don’t see any task lists, you need to schedule a team task list.
4. Click Anyone under the task that you want to assign, then click the person who is responsible for completing the task.Type a person’s name to filter the list of scheduled employees.
5. Click Done.

Frequently asked questions

If someone’s shift is updated, reassigned, or deleted, what happens to their assigned tasks?

If someone is deleted from my workplace, what happens to their assigned tasks?